Category: Semiconductors and Components

Marvell Technology has released its first quarter results for fiscal year 2022, delivering an impressive beat for both revenue of $832 million versus $807 million expected and earnings of $0.29 per share (non-GAAP diluted) versus $$0.27 per share expected. Futurum Research breaks down the numbers and Marvell’s extremely strong guidance for the upcoming quarter.
NVIDIA continues to expand its focus and customer value as it rolls out software solutions and service offerings designed to help its customers accelerate their own internal application development and digital transformation initiatives. Futurum Research analyst Fred McClimans breaks down two key announcements from COMPUTEX Taipei 2021.
AMD CEO Lisa Su shrewdly leveraged the Computex Keynote to promote AMD’s latest portfolio-wide innovations and capabilities including especially its first application of 3D chiplet technology. Futurum’s Ron Westfall assesses how AMD’s foray into 3D chiplet technology is key to advancing ecosystem-wide semiconductor development and how its new portfolio solutions strengthen AMD’s ability to fulfill customer demands across the auto, mobile, gaming, PC, and data center server market segments.
Futurum’s Fred McClimans and Ron Westfall analyze the ongoing crisis in the global semiconductor supply chain and its impact across key industries such as the automotive, telecommunications, and medical equipment verticals. They discussed the reasons for the constraints in the chip supply and what actions the U.S. government is taking in response to the crisis. Plus, they address the moves being made by the major semiconductor supplies to stabilize long-term supply chains and the challenges involved in building out new foundries.
Applied Materials and Micron Technology are among a quartet of companies that fly under the radar where semiconductors are concerned.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week including an overview of earnings reports from T-Mobile and Lattice Semiconductor, Dell unveils it's APEX Portfolio, announcements from Microsoft Business Applications Summit and more.
Lattice Semiconductor has beaten earnings and topped revenue consensus for the fourth consecutive quarter on demand for low power FPGAs.
Qualcomm delivered another quarter well above guidance as the company's 5G business gains momentum and its IoT and Automotive pick up steam.

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